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Travelers Companies

1,191 hedge funds and large institutions have $29.4B invested in Travelers Companies in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 412 increasing their positions, 435 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,191
Holders Change
-19
Holders Change %
-1.57%
% of All Funds
20.59%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
102
Increased
412
Reduced
435
Closed
111
Calls
$112M
Puts
$173M
Net Calls
-$61.5M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GWANC
926
Guardian Wealth Advisors (North Carolina)
North Carolina
$228K
MA
927
MONECO Advisors
Connecticut
$228K +$307 +2 +0.1%
JWM
928
Janiczek Wealth Management
Colorado
$228K +$25.6K +163 +13%
OTL
929
Oak Thistle LLC
New York
$228K +$228K +1,487 New
CIP
930
Convergence Investment Partners
Florida
$227K +$227K +1,483 New
MSA
931
Marino Stram & Associates
Massachusetts
$226K +$1.23K +8 +0.5%
RSWM
932
Robertson Stephens Wealth Management
California
$225K -$30K -196 -12%
WCM
933
Windsor Capital Management
Arizona
$225K -$8.27K -54 -4%
KF
934
Krilogy Financial
Missouri
$225K +$26.4K +172 +13%
AA
935
ALPS Advisors
Colorado
$224K -$19K -124 -8%
FWM
936
Fairhaven Wealth Management
Illinois
$223K +$1.69K +11 +0.8%
ECM
937
Evergreen Capital Management
Washington
$222K -$3.98K -26 -2%
PWC
938
PYA Waltman Capital
Tennessee
$222K +$129K +837 +137%
ST
939
Spinnaker Trust
Maine
$221K
CI
940
CX Institutional
Indiana
$216K -$26.2K -171 -11%
ERIM
941
Eagle Ridge Investment Management
Connecticut
$215K
VWMG
942
Virginia Wealth Management Group
Virginia
$213K +$213K +1,387 New
SLG
943
Stanley-Laman Group
Pennsylvania
$211K
HNWA
944
Henrickson Nauta Wealth Advisors
Michigan
$210K +$459 +3 +0.2%
BHWM
945
Bar Harbor Wealth Management
New Hampshire
$208K -$3.83K -25 -2%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$208K +$14.4K +94 +7%
GBT
947
Grove Bank & Trust
Florida
$206K -$1.84K -12 -0.9%
CT
948
Chicago Trust
Illinois
$206K +$13.9K +91 +7%
CCMD
949
Cypress Capital Management (Delaware)
Delaware
$205K
CRC
950
Curi RMB Capital
Illinois
$204K -$3.22K -21 -2%